Asian markets started the week on a positive note as investors continued to back companies linked to artificial intelligence, semiconductors and data-centre growth. The strongest support came from technology-heavy markets, where confidence in AI-related demand helped lift sentiment across the region.
Japan’s Nikkei 225 and South Korea’s KOSPI reached fresh record highs, supported by buying in technology and chip-related stocks. Taiwan also gained as investors remained focused on semiconductor demand, while Hong Kong moved higher with the broader regional advance.
The rally followed strength on Wall Street, where US technology shares continued to support global risk appetite. A stronger outlook from Dell Technologies added to confidence that AI spending is translating into real demand for servers, data centres and related hardware.
The positive regional backdrop may help support sentiment in Indian equities as well. Strong global cues, renewed interest in technology and continued AI-led momentum all provide a constructive setting for investors. While higher crude prices remain a factor to watch, the broader market tone across Asia is being driven by growth expectations rather than caution.
Oil prices rose as Middle East tensions increased supply concerns, and that could keep some pressure on energy-sensitive markets. However, the wider signal from Asia remains encouraging. Investors are still willing to allocate towards sectors with earnings visibility, clear growth drivers and exposure to long-term technology spending.
For Dalal Street, the start may be measured rather than aggressive, but the underlying mood is better supported than it might appear from oil prices alone. If global technology sentiment remains firm, Indian markets could benefit from improved risk appetite, especially in areas linked to digital infrastructure, technology services and broader capital flows into equities.
Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.
